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Convio Summit 2011 - CG Admin Without Tears
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Convio Summit 2011 - CG Admin Without Tears

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  • Use cases: need to send someone to a page in Salesforce, mostly when working in Excel cleaning up files. 15 digit vs. 18 digit. Always try and use the 18 digit ID, but reports will only give you 15 digit ID
  • Transcript

    • 1. t
      Common Ground Administration Without Tears
      Tips & Tricks from the Trenches
      Judi Sohn, Fight Colorectal Cancer
      © 2011 Convio, Inc.
      1
    • 2. t
      Second Choice Title
      What I Wish I Knew Before I Knew I Should Know it
      Judi Sohn, Fight Colorectal Cancer
      © 2011 Convio, Inc.
      2
    • 3. Agenda
      Introductions & Ground Rules
      Basic Salesforce Administrator Maintenance Tips & Best Practices
      Add-ons & Goodies
      Helpful Formulas, Reports & Workflow Rules
      Salesforce Community 101
      3
      © 2011 Convio, Inc.
    • 4. Introductions & Ground Rules
    • 5. Judi Sohn
      VP of OperationsFight Colorectal Cancer
      Salesforce since 2006
      Luminate CRM since 2009
      Common Ground in 2011
      Co-Moderator NPSF Google Group
      Salesforce Community MVP
      @JudiS217
      5
      © 2011 Convio, Inc.
    • 6. Administrator Maintenance Tips
    • 7. Setup Sandbox
      Duplicate your setup without data
      Test new formulas, objects, applications
      Setup -> Administration Setup
      7
      © 2011 Convio, Inc.
    • 8. Preview New Salesforce Release
      Sandbox preview window opens approx. one month before wide release
      Based on when you refresh Sandbox
      Follow refresh instructions in email from Salesforce
      Can also get pre-releaseorg, but won’t haveCommon Ground features
      8
      © 2011 Convio, Inc.
    • 9. Login As…
      See what they see
      Each user has to set it – can’t do it for them – always on in Sandbox
      Make sure you leave them on same view you found them
      9
      © 2011 Convio, Inc.
    • 10. Customize user training
      Don’t rely on built-in help
      Highly Recommend: ScreenStepshttp://www.bluemangolearning.com/screensteps/
      10
      © 2011 Convio, Inc.
    • 11. Add-Ons & Goodies
    • 12. Chrome is Common Ground Admin’s Best Friend
      Force.com LOGINS
      https://chrome.google.com/webstore/detail/ldjbglicecgnpkpdhpbogkednmmbebec
      12
      © 2011 Convio, Inc.
    • 13. Chrome is Common Ground Admin’s Best Friend
      Salesforce ID Clipper
      https://chrome.google.com/webstore/detail/hfiffenhnefppjhloglpebefjlbhoeai
      13
      © 2011 Convio, Inc.
    • 14. How to Read the AppExchange
      14
      © 2011 Convio, Inc.
      Look for Enterprise Edition
      Can be updated without reinstalling
      Does not count against
      Salesforce limits
    • 15. AppExchange Gems
      Mass Update and Mass Edit
      http://appexchange.salesforce.com/listingDetail?listingId=a0N300000018mbBEAQ
      Only lets user modify what they can modify based on profile/sharing
      15
      © 2011 Convio, Inc.
    • 16. Explore Your MetaData
      Field Trip
      http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4
      Cloud Converter
      http://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cVIEAY
      16
      © 2011 Convio, Inc.
    • 17. Helpful Formulas, Reports & Workflow Rules
    • 18. Use text formulas to show data in different ways
      Problem: Household Report sorts by the first name in account
      Solution: Custom formula to list by last name
      18
      © 2011 Convio, Inc.
      Don’t add to layout
    • 19. Custom report links on records (aka “The pv0= trick”)
      Problem: Too many duplicate reports
      Solution: Create a link on a record that automatically filters based on the record
      19
      © 2011 Convio, Inc.
    • 20. Step 1: Create and Save the Report
      20
      © 2011 Convio, Inc.
    • 21. Step 2: Save the report
      Suggestion: Add to Read-only folder so staff can’t change criteria
      21
      © 2011 Convio, Inc.
    • 22. Step 3: Create a Custom Link
      Setup -> App Setup -> Create -> Objects
      You can edit Common Ground objects!
      22
      © 2011 Convio, Inc.
    • 23. Step 4: Create Link
      23
      © 2011 Convio, Inc.
    • 24. Step 5: Add to Page Layout
      24
      © 2011 Convio, Inc.
    • 25. Step 6: Run from record
      25
      © 2011 Convio, Inc.
    • 26. Workflow tips
      Create a checkbox field that when checked triggers the workflow to run – workflow on demand
      Create workflow rules that enforce consistent naming of records
      Since no activity record on email sent by workflow, add a date field and have the workflow rule update the field
      26
      © 2011 Convio, Inc.
    • 27. Create a checkbox field that when checked triggers the workflow to run
      27
      © 2011 Convio, Inc.
    • 28. Create workflow rules that enforce consistent naming of records
      28
      © 2011 Convio, Inc.
    • 29. Add a date field and have the workflow rule update the field
      29
      © 2011 Convio, Inc.
    • 30. Salesforce Community
    • 31. Some of the value of community
      Learn about AppExchange vendors & services that may complement Common Ground
      Connect with similar organizations
      Learn about upcomingSalesforce features
      © 2011 Convio, Inc.
      31
      Image: Flickr user StigNygaard
    • 32. Get Involved
      NPSF Google Grouphttps://groups.google.com/forum/#!forum/npsf
      Salesforce Nonprofit User Groupshttp://success.salesforce.com/ideaList?c=09a30000000D9xyAAC&category=Nonprofits
      Dreamforce/CloudForce Eventshttp://www.dreamforce.com
      © 2011 Convio, Inc.
      32

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